GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.42M
3
+$2.69M
4
WSO icon
Watsco Inc
WSO
+$2.25M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.78M

Top Sells

1
+$6.86M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.84M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.58M

Sector Composition

1 Technology 19.88%
2 Industrials 13.82%
3 Financials 11.13%
4 Healthcare 9.17%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
135
802
$4K ﹤0.01%
+204
803
$4K ﹤0.01%
970
804
$3K ﹤0.01%
550
805
$3K ﹤0.01%
170
-326
806
$3K ﹤0.01%
100
807
$3K ﹤0.01%
1,170
808
$3K ﹤0.01%
110
809
$3K ﹤0.01%
+116
810
$3K ﹤0.01%
117
811
$3K ﹤0.01%
+86
812
$3K ﹤0.01%
204
813
$3K ﹤0.01%
+60
814
$3K ﹤0.01%
+182
815
$3K ﹤0.01%
500
816
$3K ﹤0.01%
+147
817
$3K ﹤0.01%
72
818
$3K ﹤0.01%
343
+6
819
$3K ﹤0.01%
+77
820
$2K ﹤0.01%
+75
821
$2K ﹤0.01%
55
-100
822
$2K ﹤0.01%
8
-10
823
$2K ﹤0.01%
60
824
$2K ﹤0.01%
100
825
$2K ﹤0.01%
100
31 32
33
34 35